(469) 742-0283 -- www.mckinneytax.com/insservic... This video goes into examples of fictional people's financial situations and how & why a universal life insurance policy might be a good fit for their overall financial, retirement and estate planning situation.
0:00 Three kinds of people for retirement planning
0:30 Traditional two kinds of different kinds of financial and retirement planning
0:47 Possible benefits of index universal life (IUL) policies
1:16 Possible compounding interest benefits
If you are interested in learning more if a universal life insurance policy is a possible fit for your specific financial, retirement and estate plan then in Texas then you are welcome to schedule a consultation with John Harman CPA PLLC. The office serves the entire State of Texas and is located at:
1402 S. Custer Road
McKinney, TX 75072
Phone: (469) 742-0283
(conveniently located to those who live or work in McKinney, Allen, Anna, Celina, Fairview, Frisco, Melissa, Plano, Prosper and nearby North Dallas communities).
Map link: goo.gl/maps/aoyZSzGnfnt86RaL8